Kirandeep
IndividualForum Replies Created
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Set Up a Sales Process
From Setup, click Customize | Opportunities | Sales Processes.
Click New.
To create the first new process for your organization, create a Master process.
Give your sales process a unique but descriptive name. ...
Optionally, add a description.
By default, all stages are included in a new proces -
Custom settings are similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. ... This data can then be used by formula fields, validation rules, flows, Apex, and the SOAP API.
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To enable dynamic streaming channels in your org, from Setup, enter User Interface in the Quick Find box, then select User Interface. On the User Interface page, select the Enable Dynamic Streaming Channel Creation option. You can subscribe to the channel by using a CometD client
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To get to the standard reports, log in to your Salesforce Marketing Cloud account, pause your mouse pointer over Analytics Builder, and select Reports from the list that appears.
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A PushTopic is an sObject that contains the criteria of events you want to listen to, such as data changes for a particular object. You define the criteria as a SOQL query in the PushTopic and specify the record operations to notify on (create, update, delete, and undelete).
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In salesforce, we use methods of JSONParser class to parse the JSON-encoded string/content that is returned from a call to an external service such that web service(HTTP) callout.
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Fields that are automatically indexed in Salesforce are:
-RecordTypeId.
-Division.
--CreatedDate.
-Systemmodstamp (LastModifiedDate)
-Name.
-Email (for contacts and leads)
-Foreign key relationships (lookups and master-detail)
-The unique Salesforce record ID, which is the primary key for each object. -
Dashboard Component Types. Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.
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1. Tabular Reports
2. Summary Reports
3. Matrix Reports
4. Joined Reports -
Action methods perform logic or navigation when a page event occurs, such as when a user clicks a button, or hovers over an area of the page. Action methods can be called from page markup by using {! }
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An outbound change set is a change set created in the Salesforce org in which you are logged in and that you want to send to another org. You typically use an outbound change set for customizations created and tested in a sandbox and that are then sent to a production org.
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Custom settings are similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. The custom setting data can then be used by formula fields, validation rules, flows, Apex, and the SOAP API.
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This feature allows users to defer the processing of sharing rules until after new users, rules, and other content have been loaded. This is very useful and handy feature to speed up data loading by avoiding calculation of Sharing rules.
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Yes , By using “FOR UPDATE” clause of SOQL.
Account [] accts = [SELECT Id FROM Account LIMIT 2 FOR UPDATE]; -
Apex provides a testing framework that allows you to write unit tests, run your tests, check test results, and have code coverage results.
Apex supports the creation and execution of unit tests. Unit tests are class methods that verify whether a particular piece of code is working properly. -
External Services is a feature within Salesforce that leverages declarative tools to connect to an external endpoint, such as a credit service provider, and bring its logic into Salesforce.
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The following are the benefits of Apex unit tests:
Ensuring that your Apex classes and triggers work as expected.
Having a suite of regression tests that can be rerun every time classes and triggers are updated to ensure that future updates you make to your app don’t break existing functionality.
Meeting the code coverage requirements for deploying Apex to production or distributing Apex to customers via packages.
High-quality apps delivered to the production org, which makes production users more productive. -
A managed package is a collection of application components that are posted as a unit on AppExchange, and are associated with a namespace and a License Management Organization. To support upgrades, a package must be managed.
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A Data model is defined as the architectural structured way of storing data in an application. Salesforce platform provides with a standard model which allows you to customize the data models for custom functionality. ... Data Modeling: Give your data a structure - fields, objects, and relationships in Salesforce Org.
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StartTest() and stopTest() is used in Testclass to reset the governer Limits.
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Salesforce approval process is an automated process and your organization can use to approve records in Salesforce, An approval process is combination of steps for a record to be approved and person has to approve it each step.
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Salesforce Identity uses the XML-based Security Assertion Markup Language (SAML) protocol for single sign-on into Salesforce from a corporate portal or identity provider. With SAML, you can transfer user information between services, such as from Salesforce to Microsoft 365.
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A public groups in Salesforce is a collection of individual users, other groups, roles and subordinates that all have a function in common.
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Chatter is an enterprise collaboration platform from Salesforce, a cloud-based customer relationship management (CRM) vendor. Chatter can be used as a company intranet or employee directory. ... Like Facebook and LinkedIn, Chatter allows users to manage their feeds and control how notifications are received.
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Hi Marziya,
Logical Operator “AND” is used to retrieve the records when all the conditions in SOQL statement is satisfied.
Logical operator OR is used to retrieve the data if any of the condition in SOQL statement is satisfied.